
At Covenant, financial planning is not a product; it is a relationship guided by our proprietary Lifestyle. Legacy. Philanthropy.® process that begins with a conversation about your goals and vision. Once your objectives are identified, we create a specific action plan for you to confidently pursue what matters most to you.
Financial Planning
Lifestyle. Legacy. Philanthropy.®
Whether you need a roadmap to the retirement you deserve or more comprehensive planning, we are ready to work with you to achieve your goals.
- Analysis of alignment between life goals and existing portfolio structures
- Balance sheet analysis and preparation
- Executive compensation plan analysis and optimization
- Retirement planning and implementation
- Cash flow management
- Risk management
- Debt planning
- Budgeting
- Large purchase negotiation and financing
“Planning is bringing the future into the present so that you can do something about it now.”
– ALAN LAKEIN, AUTHOR
Our Process
1
DiscoveryDetermine your goals, needs, and values
Collect relevant materials
Identify opportunities and risks
Collect relevant materials
Identify opportunities and risks
2
AssessmentBalance sheet
Cash flow
Review retirement scenarios
Identify potential tax reduction
Analyze risks
Cash flow
Review retirement scenarios
Identify potential tax reduction
Analyze risks
3
RecommendationIncome tax
Retirement
Risk management
Estate
Investment portfolio
Charitable giving
Education funding
Special projects
Retirement
Risk management
Estate
Investment portfolio
Charitable giving
Education funding
Special projects
4
ImplementationCoordinate with other professionals
Secure risk management tools
Income tax preparation
Establish investment portfolios
Secure risk management tools
Income tax preparation
Establish investment portfolios
5
Periodic ReviewMonitor and report progress
Assess the impact of any changes
Ongoing discovery
Assess the impact of any changes
Ongoing discovery
LIFESTYLE
Confidently pursue what matters most
to you.

LEGACY
Leave nothing to chance. Leave it for those you care about most.

PHILANTHROPY
Make a lasting social impact. Make a difference.
